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RETSX vs VTSMX
RETSX vs VTSMX Comparison
Open Charts RETSX vs VTSMX
Russell Inv Tax-Managed US Large Cap S
Price$78.53
Change+$1.60 (+2.08%)
VolumeN/A
Net Assets8.85B
Vanguard Total Stock Mkt Idx I
Price$130.91
Change+$2.67 (+2.08%)
VolumeN/A
Net Assets1.7T
RETSX vs VTSMX Comparison Chart
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RETSX vs. VTSMX commentary
Apr 25, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RETSX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. RETSX (8.85B). VTSMX pays higher dividends than RETSX: VTSMX (1.25) vs RETSX (0.51). RETSX was incepted earlier than VTSMX: RETSX (29 years) vs VTSMX (33 years). RETSX (0.91) is less costly to investors than VTSMX (0.14). RETSX is a more actively managed with annual turnover of: 19.00 vs. VTSMX (2.00). RETSX has a lower initial minimum investment than VTSMX: RETSX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 5.27 vs. RETSX (2.35). VTSMX return over 5 years is better than : 86.77 vs. RETSX (82.47).
| RETSX | VTSMX | RETSX / VTSMX | |
| Total Expense Ratio | 0.91 | 0.14 | 650% |
| Annual Report Gross Expense Ratio | 0.91 | 0.14 | 650% |
| Fund Existence | 29 years | 33 years | - |
| Gain YTD | -8.926 | -9.023 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.85B | 1.7T | 1% |
| Annual Yield % from dividends | 0.51 | 1.25 | 41% |
| Returns for 1 year | 2.35 | 5.27 | 45% |
| Returns for 3 years | 23.39 | 22.56 | 104% |
| Returns for 5 years | 82.47 | 86.77 | 95% |
| Returns for 10 years | 140.30 | 150.14 | 93% |
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